Revenue segments as reported by the company.

EMEA

APAC

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Cloudflare

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration and Cloudflare marketplace. The company was founded by Matthew Prince, Michelle Zatlyn and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Cloudflare reports strong Q4 earnings, eyes growth through efficiency

Cloudflare's Q4 2022 showcased robust financial performance, strong customer acquisition, and efficient cost management, positioning the company for continued growth.
The company's focus on new products, market expansion, and strategic partnerships like Shopify underscores its commitment to innovation and market leadership.
While challenges exist in achieving higher net retention and balancing expenses with growth, Cloudflare's unique market position and product offerings present significant opportunities for future success.

Cloudflare reports robust Q1 revenue growth amidst sales challenges

Cloudflare's Q1 2023 showed strong revenue growth and operational performance, despite facing challenges in sales cycles and customer expansion. The company remains focused on improving sales team effectiveness, operational efficiency, and seizing growth opportunities.

Cloudflare reports robust Q2 performance amidst challenges and growth opportunities

Cloudflare's Q2 performance was strong, marked by revenue growth, customer additions, and operational stability, despite challenges in net retention rate and regional market dynamics.
The company's strengths lie in high gross margins, differentiated platforms, and competitive advantages in handling AI workloads and data security.
Challenges include maintaining revenue growth, addressing regional market variations, and competing with established vendors in the Zero Trust space.
Opportunities for Cloudflare include growth in AI and inference markets, expanding Zero Trust Solutions, and strategic collaborations to enhance market positioning.

Cloudflare reports robust Q3 earnings, eyes AI and security growth

Cloudflare's Q3 performance reflects strong revenue growth, operational efficiency, and customer value expansion.
The company's strategic focus on profitability, AI innovation, and network security strengths underpin its competitive edge.
While challenges in managing costs and refining monetization strategies exist, Cloudflare is well-positioned to leverage AI opportunities and market demand for security solutions.
Overall, Cloudflare's balanced approach to growth and profitability, coupled with its unique offerings, sets a solid foundation for future success.

Cloudflare reports robust Q4 earnings, eyes AI opportunities in 2024

Cloudflare's Q4 2023 showcased strong financial performance, notable customer growth, and strategic deal acquisitions. With a focus on AI initiatives, cybersecurity solutions, and expanding market segments, Cloudflare is poised for continued success in 2024.

Cloudflare posts strong Q1 earnings, eyes AI growth opportunities

Cloudflare's Q1 performance reflects robust revenue growth, operational efficiency, and strategic investments in AI and product development.
While facing challenges from macroeconomic uncertainties and evolving enterprise sales, the company leverages its strengths in high-margin products and subscription-based model.
Opportunities lie in upmarket growth, new product launches, and acquisitions, positioning Cloudflare for continued success and revenue growth acceleration.

Cloudflare reports stellar Q2 results, poised for continued growth

Cloudflare's Q2 2024 performance showcased robust financials, operational strength, and market expansion, positioning the company for sustained growth.
With a focus on sales effectiveness, product innovation, and network security solutions, Cloudflare is well-positioned to capitalize on market opportunities.
While challenges like market competition and customer retention persist, Cloudflare's strategic focus on efficiency and innovation bodes well for future success.

Cloudflare reports robust Q3 earnings, eyes growth amid market challenges

Cloudflare's Q3 2024 performance reflects financial strength, operational efficiency, and strategic resilience amidst market challenges.
The company's focus on go-to-market transformation, customer diversification, and innovation positions it for sustained growth and value creation.
While facing short-term challenges in deal realization and net retention, Cloudflare's long-term commitment to excellence and growth offers promising opportunities for investors.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

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Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

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Current liabilities

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Investors have the right to expect perfection from Cloudflare every quarter, given its highly aggressive valuation. Therefore, the market didn't like management's cautious guidance commentary. We discuss why Wall Street analysts have likely lowered the bar sufficiently for Cloudflare to outperform moving ahead. As such, it augurs well for a medium-term re-rating.

Cloudflare: Now We Turn Bullish

Apple

Amazon

Alphabet

Microsoft

Netflix

The stock market took a beating this year, especially tech stocks, with many of them down significantly. Then again, with margins declining and interest rates rising, investors are no longer willing to pay a premium and have retreated to defensive stocks.

7 Stocks to Buy That Will Make You a Multi-Millionaire

Salesforce

Lithium Americas Corp

Li Auto Inc.

Marvell Technology

Zscaler

Optimists would say that 2023 will indeed be better than 2022. While 2022 has been an exceptionally difficult year for growth stocks, tech stocks, and  stock markets in general, there are signs that 2023 could mark a positive turning point.

7 Growth Stocks to Take Seriously in 2023

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it has been recognized as one of the Top 100 Most Loved Workplaces in 2022, following research conducted by Newsweek and Best Practice Institute (BPI), a leadership development and benchmark research company. Cloudflare is ranked #55, described in being Most Loved Because “The only thing worse than a bad idea is no idea: Weekly CEO-led company meetings allow all concerned to provide updates on their work. Workers say they're empowered to develop the next big thing.”

Cloudflare Named to Top 100 Most Loved Workplaces in 2022 by Newsweek

The business has grown remarkably over the past two years, but can it keep it up?

Should You Buy Cloudflare's Stock on the Dip?

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced the Workers Launchpad Funding Program has grown to $2 billion for potential investment in startups building on Cloudflare Workers, an increase of 14 partners and $750 million in less than two months. Cloudflare is also introducing the first cohort of startups participating in the program, featuring 25 companies from 10 countries.

Cloudflare's “Workers Launchpad” Funding Program Grows to $2 Billion, Announces First Cohort of Startups

If you're buying, remember to keep those purchases small of this volatile high-growth business.

Cloudflare's Financials Remain Far From Perfect, but Business Is Still Rolling

DigitalOcean Holdings

Economic uncertainty sent the stock market into a freefall, creating a rare buying opportunity for investors.

A Once-in-a-Decade Opportunity: 2 Top Growth Stocks to Buy Before 2023

The consensus price target hints at an 83.3% upside potential for Cloudflare (NET). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts See an 83% Upside in Cloudflare (NET): Can the Stock Really Move This High?

Datadog

These growth stocks have hardly scratched the surface of their large and growing market opportunities.

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CrowdStrike

Some Wall Street analysts are forecasting triple-digit returns for these growth stocks.

These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street

Cloudflare (NET) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

After Plunging 26.5% in 4 Weeks, Here's Why the Trend Might Reverse for Cloudflare (NET)

Adobe

ServiceNow

Okta

QUALCOMM

Twilio

Discounted tech stocks to buy are plenty. The great tech wreck of 2022 is in stark contrast to the easy gains investors enjoyed between 2020-2021.

7 Tech Stocks to Buy at a Multi-Year Discount

Despite the difficult environment, these two tech companies are still rapidly expanding.

2 Spectacular Growth Stocks You'll Regret Not Buying on the Dip

Data security company Cloudflare ( NET , Financial) gave investors plenty of things to ponder when it reported third-quarter earnings recently. While investors often take these numbers at face value, the recent market volatility has increased speculation about Cloudflare's growth potential.

Cloudflare Fortunes Highlight Fickle Nature of the Current Market

The edge computing leader is looking to 5X its annualized revenue over the next five years.

Cloudflare Sets Ambitious, and Realistic, Growth Target

A solid performance and robust outlook weren't enough to sooth jittery investors.

Why Cloudflare Stock Got Crushed Today

Fortinet

MongoDB

Palo Alto Networks

First Trust Cloud Computing ETF

Snowflake

Atlassian

WisdomTree Cloud Computing Fund

Workday

The lining in cloud-software stocks Friday was blood red instead of silver.

The cloudburst is upon us: Cloud-software stocks suffering worst declines on record

Investors pummeled software stocks Atlassian, Twilio and Cloudflare for issuing weak guidance amid expectations the economy will slow. The post Software Stocks Atlassian, Twilio, Cloudflare Take A Beating On Guidance appeared first on Investor's Business Daily.

Software Stocks Atlassian, Twilio, Cloudflare Take A Beating On Guidance

Cloudflare, Inc. (NYSE:NET ) Q3 2022 Earnings Conference Call November 3, 2022 5:00 PM ET Company Participants Jayson Noland - Head, IR Matthew Prince - Co-Founder, Chairman & CEO Thomas Seifert - CFO Conference Call Participants Philip Winslow - Crédit Suisse Matthew Hedberg - RBC Capital Markets Brent Thill - Jefferies Hamza Fodderwala - Morgan Stanley James Fish - Piper Sandler & Co. James Breen - William Blair & Company Fatima Boolani - Citi Shaul Eyal - Cowen and Company Andrew Nowinski - Wells Fargo Securities Operator Good day, everyone, and welcome to the Cloudflare Q3 2022 Earnings Call. At this time, I would like to hand the call over to Mr.

Cloudflare, Inc. (NET) Q3 2022 Earnings Call Transcript

The internet infrastructure company is seeing a slight deceleration in new customer growth.

Cloudflare Shares Slip Despite Q3 Profits Above Estimates

Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company's results and forecast topped the Wall Street consensus.

Cloudflare stock drops more than 10% after results, outlook top Street view

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced financial results for its third quarter ended September 30, 2022.

Cloudflare Announces Third Quarter 2022 Financial Results

Bill.com

Paycom Software

Qualtrics International

ZoomInfo Technologies

Cloud stocks were as investors worried anew about the implications of interest rates continuing to shoot upward.

Cloud stocks creamed as Fed indicates more rate hikes are coming

Cloudflare and Datadog stock have had rough years, but the future is bright.

News for Cloudflare Stock (NET)